SimplePractice Community

How to use the Template Library

Laura

April 30, 2019 05:01

The Template Library contains dozens of pre-made templates that were created to help improve your documentation process. The templates are organized into two alphabetized categories: Progress Notes and Intake Forms.

You can then choose to filter the templates by profession or specialty using the drop-down menu, preview an existing template, or +Add an existing template to your ‘My Notes and Forms’ section.

If you choose to +Add the existing template to your ‘My Notes and Forms’ section, you will immediately see the template added to that section. There, you can choose whether or not to customize it to meet your practice’s needs.

If you decide you would like to make changes, you have the option to do the following:

Edit a question

Move a question

Require a question

Delete a question

Release of Information (ROI) templates

The Template Library also includes Release of Information (ROI) templates. These templates will need to be updated to align with your state's specific requirements.